24 Sep
|
Socket.dev
|
Montreal
24 Sep
Socket.dev
Montreal
Join Canada Life as a Bilingual Director of Wealth Development, focusing on expanding the wealth business. This position involves strategic partnerships and strong advisor engagement in a hybrid work model. As a key player at Canada Life, you will enhance advisor activation and identify recent growth opportunities for wealth solutions.
Your ability to simplify and present wealth concepts will aid in advisor training and relationship management. Being responsive to advisor needs during evenings and weekends is essential to thrive in this role. Key Responsibilities:
- Scale the wealth business through effective partnerships
- Achieve and exceed regional sales growth targets
- Engage advisors through various communication methods
- Conduct training and presentations on wealth solutions
- Manage follow-up on sales opportunities through CRM Requirements:
- Bilingual in French and English for effective communication
- Minimum 5 years of wealth sales or financial services experience
- Relationship-building and business development expertise
- Proficient in Salesforce CRM or other tools
- Knowledgeable in investment products and advisor needs Bring your expertise in wealth development and bilingual skills to enhance the success of Canada Life’s advisor partnerships.
📌 Bilingual Director of Wealth Development (Montreal)
🏢 Socket.dev
📍 Montreal